GraniteShares Gold Trust
BAR- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001690437
No open-market purchases or sales by GraniteShares Gold Trust insiders were filed in the last 90 days; 172 institutions reported holding it in 13F filings for Q2 2026, worth $563.8M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in GraniteShares Gold Trust as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 121
- +5 vs. Q3 2023
- Shares held
- 30.0M
- −834.0K (−2.7%) vs. Q3 2023
- Total value
- $612.7M
- +$47.3M (+8.4%) vs. Q3 2023
- New holders
- 20
- 32 more added
- Sold out
- 15
- 40 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 172 | $563.8M |
| Q1 2026 | 177 | $726.8M |
| Q4 2025 | 172 | $688.6M |
| Q3 2025 | 158 | $588.5M |
| Q2 2025 | 135 | $515.0M |
| Q1 2025 | 128 | $507.0M |
| Q4 2024 | 123 | $428.1M |
| Q3 2024 | 128 | $434.3M |
| Q2 2024 | 127 | $409.4M |
| Q1 2024 | 119 | $665.1M |
| Q4 2023 | 121 | $612.7M |
| Q3 2023 | 116 | $565.4M |
| Q2 2023 | 113 | $630.4M |
| Q1 2023 | 119 | $629.7M |
| Q4 2022 | 115 | $582.5M |
| Q3 2022 | 112 | $528.0M |
| Q2 2022 | 113 | $595.6M |
| Q1 2022 | 110 | $623.4M |
| Q4 2021 | 101 | $571.0M |
| Q3 2021 | 95 | $732.0M |
| Q2 2021 | 96 | $706.2M |
| Q1 2021 | 82 | $724.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding GraniteShares Gold Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brendel Financial Advisors LLC | 154,101 | $3.14M | 2.06% | +1,538+1.0% | Added |
| Jane Street Group, LLC | 170,779 | $3.48M | 0.00% | −1,173,234−87.3% | Reduced |
| Virtu Financial LLC | 177,384 | $3.62M | 0.29% | +177,384 | New |
| MML Investors Services, LLC | 193,835 | $3.95M | 0.02% | +165,418+582.1% | Added |
| Susquehanna International Group, LLP | 195,869 | $3.99M | 0.01% | +184,304+1,593.6% | Added |
| ALM First Financial Advisors, LLC | 200,000 | $4.08M | 1.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 221,280 | $4.51M | 0.04% | −11,074−4.8% | Reduced |
| EWG Elevate Inc. | 241,806 | $4.93M | 2.05% | +241,806 | New |
| ETF Store, Inc. | 309,131 | $6.30M | 4.07% | +17,566+6.0% | Added |
| Lake Street Financial LLC | 357,382 | $7.29M | 1.15% | −5,481−1.5% | Reduced |
| Stifel Financial Corp | 374,896 | $7.64M | 0.01% | −1,756−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 485,130 | $9.89M | 1.10% | +2150.0% | Added |
| Rockefeller Capital Management L.P. | 543,441 | $11.1M | 0.04% | −15,150−2.7% | Reduced |
| Bank of New York Mellon Corp | 588,420 | $12.0M | 0.00% | +369,337+168.6% | Added |
| Cambria Investment Management, L.P. | 608,475 | $12.4M | 0.86% | −147,982−19.6% | Reduced |
| LPL Financial LLC | 637,611 | $13.0M | 0.01% | +110,825+21.0% | Added |
| Royal Bank of Canada | 766,287 | $15.6M | 0.00% | −6,346−0.8% | Reduced |
| Envestnet Asset Management Inc | 876,790 | $17.9M | 0.01% | +24,229+2.8% | Added |
| Richard Bernstein Advisors LLC | 3,656,292 | $74.6M | 1.65% | −350,838−8.8% | Reduced |
| Bank of America Corp | 5,089,127 | $103.8M | 0.01% | −423,184−7.7% | Reduced |
| Jordan Park Group LLC | 11,566,506 | $235.8M | 16.22% | +106,620+0.9% | Added |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −106,779−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −77,323−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,572−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −14,960−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −12,052−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,827−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |